Dan Ivascyn, Group CIO, discusses outlook for the markets, why the road to recovery is likely to be long and bumpy, and the areas of the market where we see resiliency.

Distinguishing between the short-term dislocations that emerged in the first half of 2020, and the longer-term, more structural impacts to the market is key to investing in today’s markets.

Building resiliency into equity and credit allocations is a matter of focusing return drivers. Geraldine Sundstrom and Erin Browne explain how we’re focused on growth as the driver of returns in equities, and solvency in credit.

Group CIO Dan Ivascyn explains why assets near the center of quality and liquidity may offer value today, and have better potential to recover should the economy falter.